--000000000000930d700628eb37cb Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Miranda, do we need to include Canada? My guess is yes as they could audit any of our locations but please let us know. Best, Audra Williams Director, Divisional Operations (425) 757-7027 TheKey.com [image: TheKey] On Tue, Dec 10, 2024 at 6:13=E2=80=AFAM Timothy Thomas wrot= e: > Hi Tiffany, > > I see Calgary VA clients are listed here. Confirming Canadian VA clients > should be included in this? > > Thanks > > On Mon, Dec 9, 2024 at 4:25=E2=80=AFPM Tiffany Silton wrote: > >> Happy Monday Everyone, >> Tri-west sent us notification that they will be auditing our charts to >> ensure we have an AOB on file for all VA clients. As a result we will ne= ed >> to have our VA, WC, and No fault clients sign a release, allowing us to >> share their information with the payor, as well as authorizing us to >> receive the payment directly. We will need to move quickly in getting al= l >> signatures in order to be in compliance. These forms will need to be >> re-signed annually, and we will need to ensure that we keep them on file= at >> all times. >> >> *Action Items: * >> >> *Who Needs to Sign*: >> >> - VA clients. >> - Workers' Compensation clients. >> - No-Fault clients. >> - HERE >> >> is the list of clients required to have the release >> >> *What Needs to Be Signed*: >> >> - The *Assignment of Benefits (AOB)* form. HERE >> >> is the document >> >> *Document Availability*: >> >> - *PandaDoc*: Digital form for electronic signatures. HERE >> >> are instructions >> - *Printed Copies*: Available for wet signatures when needed >> >> *Step-by Step Process:* >> >> *At Client Intake*: >> >> - Ensure the client (or their authorized representative) signs the >> AOB form. >> - Explain the purpose of the form to the client for transparency. >> - Verify that all required fields are completed. >> >> *For Existing Clients*: >> >> - Identify VA, WC, and No-Fault clients without a signed AOB on >> spreadsheet. >> - Contact these clients to complete the form promptly. >> >> *Upload*: >> >> - Upload signed forms to the clients Wellsky profile. >> >> *Completion Date: December 31st* >> >> If you have any further questions please connect with Audra and I and we >> will be happy to support. >> Thank you >> Tiffany Silton >> Director, Division Operations >> * Please note my email has changed: * >> tsilton@thekey.com >> (760) 889-2188 >> TheKey.com >> [image: TheKey] >> > --000000000000930d700628eb37cb Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Miranda, do we need to include Canada?=C2=A0 My guess is = yes as they could audit any of our locations but please let us know.=C2=A0 Best, Audr= a Williams Director= , Divisional Operations (425) 757-7027 = TheKey.com </tb=